The Role
Support Senior Financial Advisers in the provision of advice and ongoing service to current and existing clients. To ensure the professional and courteous delivery of service to the clients and increase productivity for the Adviser.
Duties and Responsibilities
- Build strong client relationships toanticipate future client needs.
- Manage client service andadministrative functions.
- Onboard new clients and assist with any ongoing management.
- Completing all implementation - processing and follow up ofapplications.
- Review and assist in improving processes.
- Contribute ideas/suggestions during team meetings and one-on-one with the management team
- Assist in month reporting and any ongoing compliance requirements.
Skills & Experience
- Minimum 3 years’ related experience
- Excellent communication skills and eye for detail
- Background in building relationship with clients
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